Position in EXC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,930,505
+$306,255 QoQ
Shares Held
39,382
+5.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76%
Shared 8%
None 16%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Savant Capital, LLC holds $69,784,662 across 33 Utilities - Regulated Electric names. EXC ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
218,993 | $21,137,204 | |
| 2 | NEE |
Nextera Energy Inc
|
110,120 | $10,227,945 | |
| 3 | DUK |
Duke Energy CORP
|
67,301 | $8,812,392 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,869 | $3,784,148 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
27,136 | $3,141,534 | |
| 6 | ED |
Consolidated Edison Inc
|
17,663 | $1,999,098 | |
| 7 | EXC |
Exelon Corp
This page
|
39,382 | $1,930,505 | |
| 8 | ES |
Eversource Energy
|
24,659 | $1,708,375 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,930,505 | 39,382 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,624,250 | 37,262 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,686,749 | 37,475 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $1,590,300 | 36,626 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $1,570,083 | 34,073 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $1,308,931 | 34,775 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,473,181 | 36,330 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,589,152 | 45,916 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,762,108 | 46,902 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,687,084 | 46,994 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,807,873 | 47,840 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,765,793 | 43,343 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,737,136 | 41,469 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,533,454 | 35,472 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,209,133 | 32,278 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,633,559 | 36,045 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,769,740 | 37,156 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,109,857 | 36,528 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,919,193 | 39,702 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,442,824 | 32,562 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,478,062 | 33,792 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,435,098 | 33,991 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,259,180 | 35,212 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,353,220 | 37,289 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,387,408 | 37,691 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||